CT Financial Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $819K | Buy |
10,550
+3,059
| +41% | +$238K | 0.51% | 49 |
|
|
2016
Q4 | $568K | Buy |
7,491
+572
| +8% | +$43.3K | 0.36% | 73 |
|
|
2016
Q3 | $499K | Buy |
6,919
+483
| +8% | +$34.8K | 0.31% | 82 |
|
|
2016
Q2 | $460K | Buy |
6,436
+431
| +7% | +$30.8K | 0.28% | 86 |
|
|
2016
Q1 | $415K | Buy |
6,005
+26
| +0.4% | +$1.8K | 0.23% | 96 |
|
|
2015
Q4 | $399K | Buy |
5,979
+232
| +4% | +$15.5K | 0.23% | 95 |
|
|
2015
Q3 | $360K | Buy |
5,747
+61
| +1% | +$3.82K | 0.23% | 96 |
|
|
2015
Q2 | $383K | Sell |
5,686
-436
| -7% | -$29.4K | 0.22% | 104 |
|
|
2015
Q1 | $418K | Buy |
6,122
+28
| +0.5% | +$1.91K | 0.23% | 101 |
|
|
2014
Q4 | $419K | Buy |
+6,094
| New | +$419K | 0.32% | 77 |
|
|
2014
Q1 | $418K | Buy |
+6,122
| New | +$418K | 0.23% | 101 |
|